Software And Business Consultants To The Construction And Agriculture Industries.

QuickBooks Desktop- 2017


This is a web based 4 hour course that will be conducted by a live instructor and will be scheduled at a time that works for both the instructor and the attendee. This course includes the following classes: Custom Reports, Accounts Receivable A/R, Accounts Payable A/P, & Bank and Credit Cards.

Table of Contents: 

*Includes QuickBooks 2017 manual. 

Section 1-Getting Started: 

-Express Start

-Menu Bars

-Home Page


Section 2-Setup Your New QuickBooks Company: 

-Company Preferences

-Manage Users

-Chart of Accounts

  Add, Edit, Delete, Make Inactive, Merge and Sub Accounts

-Manage Sales Tax


-Beginning Balances and Historical Transactions

-Bank Balances

-Outstanding Invoices

-Unpaid Bills and More…

Section 3-Reports: 

-Memorized Reports

-Balance Sheet

-Profit & Loss

-Audit Trail

Section 4-Accounts Receivable A/R: 

-Sales and Customer Preferences

-Customer Center

   Add, Edit, Delete, Make Inactive and Merge

-Sales Receipts and Invoices

-Receive Payments 

-Record Deposits

   Adjust Merchant Fees and Vendor Refunds 

-Credit Memos

-Apply Credits


-Sales and A/R Reports

Section 5-Accounts Payable A/P:

-Vendor Preferences

-Vendor Center

   Add, Edit, Delete, Make Inactive and Merge

-Write Checks

-Enter Bills

-Pay Bills

-Vendor Credits

-Apply Vendor Credits

-Print Checks

-A/P Reports

Section 6-Bank & Credit Card Accounts:

-Bank Feeds

-Web Connect or Direct Connect 

-Bank Transactions

-Transfer Funds 


-Bank Reports


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